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LM Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LM Advisors LLC

报告期 2026-03-31 · CIK 0002011314

持仓数

212

前50大市值合计

$5.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

ETF

$595.3K

35,725

11.9%

NAC NUVEEN CA DIVI ADV MUN COM

COM

$330.6K

3,852

6.6%

SPY STATE STR SPDR S&P 500 ETF T TR UNIT

ETF

$317.7K

52,231

6.3%

NAD NUVEEN QUALITY MUNCP INCOME COM

COM

$297.8K

3,419

5.9%

AMZN AMAZON COM INC COM

COM

$258.2K

53,620

5.1%

YSEP FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M

ETF

$201.3K

5,268

4.0%

OBDC BLUE OWL CAPITAL CORPORATION COM

COM

$179.1K

2,034

3.6%

MHD BLACKROCK MUNIHOLDINGS FD IN COM

COM

$156.5K

1,765

3.1%

GOOG ALPHABET INC CAP STK CL C

Cl C

$136.7K

39,061

2.7%

SOFI SOFI TECHNOLOGIES INC COM

COM

$104.6K

1,660

2.1%

AAPL APPLE INC COM

COM

$103.1K

26,050

2.1%

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF

ETF

$101.1K

21,743

2.0%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS

ETF

$93.9K

56,117

1.9%

XJUN FIRST TR EXCHNG TRADED FD VI FT VEST U.S

ETF

$93.2K

4,003

1.9%

FFEB FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

ETF

$91.5K

5,101

1.8%

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT

ETF

$89.8K

3,449

1.8%

SDVY FIRST TR EXCHANGE TRADED FD SMID RISNG ETF

ETF

$88.4K

3,482

1.8%

ACP ABRDN INCOME CREDIT STRATEGI COM

COM

$88.1K

450

1.8%

QQQ INVESCO QQQ TR UNIT SER 1

ETF

$79.9K

46,096

1.6%

BSV VANGUARD BD INDEX FDS SHORT TRM BOND

ETF

$74.7K

5,856

1.5%

MSDL MORGAN STANLEY DIRECT LENDIN COM SHS

COM

$73.0K

1,052

1.5%

DGRW WISDOMTREE TR US QTLY DIV GRT

ETF

$70.2K

6,168

1.4%

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF

ETF

$67.7K

3,660

1.3%

IEMG ISHARES INC CORE MSCI EMKT

ETF

$66.4K

4,618

1.3%

RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

ETF

$64.5K

12,370

1.3%

GJAN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

ETF

$61.9K

2,596

1.2%

EEMV ISHARES INC MSCI EMERG MRKT

ETF

$59.8K

4,350

1.2%

GBDC GOLUB CAP BDC INC COM

COM

$59.6K

754

1.2%

IHI ISHARES TR U.S. MED DVC ETF

ETF

$58.0K

3,091

1.2%

YMAR FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ

ETF

$57.6K

1,575

1.1%

SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL

ETF

$57.1K

2,832

1.1%

RECS COLUMBIA ETF TR I RESH ENHNC COR

ETF

$52.9K

2,057

1.1%

XLU SELECT SECTOR SPDR TR STATE STREET UTI

ETF

$52.7K

2,418

1.1%

DIVD EA SERIES TRUST ALTRIUS GBL DIV

ETF

$51.8K

2,125

1.0%

IAU ISHARES GOLD TR ISHARES NEW

ETF

$51.4K

4,533

1.0%

BAC BANK AMERICA CORP COM

COM

$50.9K

2,481

1.0%

MUST COLUMBIA ETF TR I MULTI SEC MUNI

ETF

$48.9K

1,002

1.0%

GOOGL ALPHABET INC CAP STK CL A

Cl A

$48.5K

13,954

1.0%

WMT WALMART INC COM

COM

$45.8K

5,703

0.9%

IEFA ISHARES TR CORE MSCI EAFE

ETF

$44.4K

4,022

0.9%

NDMO NUVEEN DYNAMIC MUN OPPORTUNI COM SHS

COM

$43.4K

447

0.9%

PLTR PALANTIR TECHNOLOGIES INC CL A

Cl A

$43.4K

6,353

0.9%

FJUN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

ETF

$42.3K

2,391

0.8%

XLF SELECT SECTOR SPDR TR STATE STREET FIN

ETF

$40.1K

1,982

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Cl B

$39.3K

18,817

0.8%

BSTZ BLACKROCK SCIENCE & TECHNOLO SHS BEN INT

ETF

$38.7K

858

0.8%

MSFT MICROSOFT CORP COM

COM

$37.8K

14,003

0.8%

NVDA NVIDIA CORPORATION COM

COM

$37.0K

6,454

0.7%

DIA STATE STR SPDR DOW JONES IND UT SER 1

ETF

$36.3K

16,828

0.7%

VTI VANGUARD INDEX FDS TOTAL STK MKT

ETF

$35.0K

11,221

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

OMFL11.9%NAC6.6%SPY6.3%NAD5.9%AMZN5.1%YSEP4.0%